SOLVED

How can we see all Plans within a Team?

Bronze Contributor

Within the web interface of Planner, we have been using a tailored Onboarding template. If I am assigned a task, i get visibility to the Plan on the left. But what if I don't have specific tasks but I am the executive sponsor. How do i see all of the Plans related to the Team? It seems the answer is you cannot.

2 Replies

Hi @Rob O'Keefe,

To see all plans within a team in the web interface of Planner, you need to be a member of the team. If you are a member of the team, you can see all plans by clicking the Plans tab in the left-hand navigation pane.

However, if you are not a member of the team, you can only see plans that you have been specifically assigned to. This is because plans are private to the team members.

If you are the executive sponsor of a team, but you are not a member of the team, you can still see all plans within the team by asking a team member to add you to the team as a guest. Once you have been added to the team as a guest, you will be able to see all plans in the Plans tab of the left-hand navigation pane.

Alternatively, you can ask a team member to share the plan with you. To do this, the team member needs to click the Share button in the top-right corner of the plan and then add your email address to the Share with field. Once you have been shared the plan, you will be able to see it in the Shared section of the left-hand navigation pane.

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Leon Pavesic

best response confirmed by Rob O'Keefe (Bronze Contributor)
Solution

I appreciate you jumping in to answer, but the information you shared is incorrect. There is no "Plans" tab, maybe you have older information.

For me, there is two collapsible areas "Pinned" and "All". Let me reword the question: "How can I see all the Plans I am a member of but where I don't have tasks assigned?" If I don't have tasks assigned, the Plans do not show up right away, but later did start filtering in. So you technically can see "All" but it might take some time (minutes, hours,?) for them to all show up. Frustrating.

 

The issue is there is no search or filtering from what is a large collection of plans. Thanks!


1 best response

Accepted Solutions
best response confirmed by Rob O'Keefe (Bronze Contributor)
Solution

I appreciate you jumping in to answer, but the information you shared is incorrect. There is no "Plans" tab, maybe you have older information.

For me, there is two collapsible areas "Pinned" and "All". Let me reword the question: "How can I see all the Plans I am a member of but where I don't have tasks assigned?" If I don't have tasks assigned, the Plans do not show up right away, but later did start filtering in. So you technically can see "All" but it might take some time (minutes, hours,?) for them to all show up. Frustrating.

 

The issue is there is no search or filtering from what is a large collection of plans. Thanks!


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